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Lots of good pieces of the jigsaw here but no big-picture satisfying conclusion. This always happens with econ questions. Someone will explain to me that if interest rates do this, gdp will do that etc. And I’ll get each bit in isolation, but any composite just looks insane.
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I'm struggling to make sense of how all asset prices are going upupup, but inflation in CPI terms remains hovering around zero/negative, and bond yield curves suggest low inflation expectations. What am I missing.